Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in Colorado, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Colorado has 17 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 335 non-vetted advisors in your local area. These retirement advisors in Colorado have an average of 22 years of experience.
Adam J. Strickman
CFP®, CRPC®, APMA®
Ethos Financial Partners
Qualifications
CRD# 4559641
Firm CRD# 6363
Series 7, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities
Fee-Only, Flat Fee, Based on Assets
Darren Meyer
AWMA®, AAMS®, CPFA
Everest Wealth Advisors
Qualifications
CRD# 4558794
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based, Hourly, Flat Fee, Based on Assets
Jeffrey Wren
CSA®
LPL Financial Corporation
Qualifications
CRD# 1556194
Firm CRD# 6413
Series 7, 55, 63, 66
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Fee-Based, Commissions, Based on Assets
Mark Starosciak
CFP®, CRPC®
Infinium Investment Advisors, LLC
Qualifications
CRD# 4018163
Firm CRD# 149123
Series 66
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management
Fee-Only, Hourly, Based on Assets
Matthew Kelley
CFP®, AAMS®, AIF®
Gold Medal Waters
Qualifications
CRD# 4504752
Firm CRD# 132294
Series 63, 66
Minimum Assets Required
$0
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Only, Flat Fee
Michelle Francis
Life Story Financial
Qualifications
CRD# 6732786
Firm CRD# 319662
Series 7, 66
Minimum Assets Required
$100,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Fee-Only, Hourly, Flat Fee, Based on Assets
Adam Brunin
NSSA®, AIF®
Navigation Wealth Management
Qualifications
CRD# 4407663
Firm CRD# 282640
Series 63, 65
Minimum Assets Required
$50,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Qualifications
CRD# 2754305
Firm CRD# 6413
Series 7, 24, 55, 63
Minimum Assets Required
$500,000
Not Specified
Fee-Based, Flat Fee, Based on Assets
Qualifications
Firm CRD# 282580
Series 63, 65
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Fee-Based, Based on Assets
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management
Fee-Based
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
CRD# 7347673
Firm CRD# 281223
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 151 Detroit Street, Denver, CO, 80206 | $203,245,721,760 | 6667 | 1061 | A Percentage of AUM, Performance Based |
2 | 8515 East Orchard Rd 4t2, Greenwood Village, CO, 80111 | $116,213,253,377 | 236022 | 874 | A Percentage of AUM, Fixed Fees |
3 | 717 17th Street, Suite 1850 Denver, CO, 80202 | $64,938,342,319 | 89 | 78 | A Percentage of AUM, Fixed Fees, Other (CONSULTING FEES) |
4 | 1801 California Street, Suite 5200 Denver, CO, 80202 | $63,514,278,950 | 136 | 59 | A Percentage of AUM, Fixed Fees |
5 | 8515 East Orchard Road, 2t3, Greenwood Village, CO, 80111 | $54,431,410,714 | 101 | 260 | A Percentage of AUM, Fixed Fees |
6 | 1200 17th Street, Suite 500 Denver, CO, 80202 | $35,141,673,366 | 76213 | 900 | A Percentage of AUM, Hourly charges, Fixed Fees |
7 | 100 Fillmore Street, Suite 325 Denver, CO, 80206 | $21,401,554,901 | 155 | 102 | A Percentage of AUM, Performance Based |
8 | 5299 Dtc Blvd, Suite 800 Greenwood Village, CO, 80111 | $21,227,977,082 | 90646 | 1047 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
9 | 100 St. Paul Street, Suite 800 Denver, CO, 80206 | $20,964,360,558 | 45 | 114 | A Percentage of AUM, Performance Based, Other (PORTCO TRANS, MONITORING, CONSULTING, MARGIN, AND DIRECTORS FEES) |
10 | 1290 Broadway, Suite 1000, Denver, CO, 80203 | $19,334,512,529 | 8 | 64 | A Percentage of AUM, Fixed Fees, Other (QUARTERLY, ASSET-BASED LICENSING FEE) |
11 | 1819 Wazee Street, Denver, CO, 80202 | $11,760,146,035 | 30 | 102 | A Percentage of AUM, Performance Based, Other (ACQUISITION FEE) |
12 | 1401 Lawrence Street, Suite 1920 Denver, CO, 80202 | $6,700,969,380 | 56 | 14 | A Percentage of AUM, Performance Based |
13 | 1200 17th Street, Suite 970 Denver, CO, 80202 | $6,161,818,550 | 174 | 9 | A Percentage of AUM, Performance Based |
14 | 1195 Bangtail Way, Steamboat Springs, CO, 80487 | $6,114,467,436 | 6 | 36 | A Percentage of AUM, Performance Based |
15 | 5050 S. Syracuse Street, Suite 1100, Denver, CO, 80237-3386 | $5,687,984,923 | 5 | 22 | A Percentage of AUM |
QualificationsFirm CRD# 104652
Assets Under Management $203,245,721,760
No. Of Clients6667
Clients Per Financial Advisor6
JANUS HENDERSON INVESTORS is a financial advisory firm situated in Denver, Colorado. With a nearly $203B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6667 clients. The team consists of 1061 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 112058
Assets Under Management $116,213,253,377
No. Of Clients236022
Clients Per Financial Advisor270
EMPOWER ADVISORY GROUP, LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $116B assets under management, the firm specializes in crafting personalized retirement planning solutions for 236022 clients. The team consists of 874 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 159189
Assets Under Management $64,938,342,319
No. Of Clients89
Clients Per Financial Advisor1
PUBLIC TRUST ADVISORS, LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $65B assets under management, the firm specializes in crafting personalized retirement planning solutions for 89 clients. The team consists of 78 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107376
Assets Under Management $63,514,278,950
No. Of Clients136
Clients Per Financial Advisor2
TRANSAMERICA ASSET MANAGEMENT, INC. is a financial advisory firm situated in Denver, Colorado. With a nearly $64B assets under management, the firm specializes in crafting personalized retirement planning solutions for 136 clients. The team consists of 59 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107272
Assets Under Management $54,431,410,714
No. Of Clients101
Clients Per Financial Advisor0
EMPOWER CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $54B assets under management, the firm specializes in crafting personalized retirement planning solutions for 101 clients. The team consists of 260 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 147363
Assets Under Management $35,141,673,366
No. Of Clients76213
Clients Per Financial Advisor85
MERCER GLOBAL ADVISORS INC. is a financial advisory firm situated in Denver, Colorado. With a nearly $35B assets under management, the firm specializes in crafting personalized retirement planning solutions for 76213 clients. The team consists of 900 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 149120
Assets Under Management $21,401,554,901
No. Of Clients155
Clients Per Financial Advisor2
ARROWMARK COLORADO HOLDINGS, LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 155 clients. The team consists of 102 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 10299
Assets Under Management $21,227,977,082
No. Of Clients90646
Clients Per Financial Advisor87
CETERA ADVISORS LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 90646 clients. The team consists of 1047 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 155677
Assets Under Management $20,964,360,558
No. Of Clients45
Clients Per Financial Advisor0
KSL CAPITAL PARTNERS is a financial advisory firm situated in Denver, Colorado. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 45 clients. The team consists of 114 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 134340
Assets Under Management $19,334,512,529
No. Of Clients8
Clients Per Financial Advisor0
ALPS ADVISORS, INC. is a financial advisory firm situated in Denver, Colorado. With a nearly $19B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 64 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 161406
Assets Under Management $11,760,146,035
No. Of Clients30
Clients Per Financial Advisor0
NORTHWOOD INVESTORS LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30 clients. The team consists of 102 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 312491
Assets Under Management $6,700,969,380
No. Of Clients56
Clients Per Financial Advisor4
1888 INVESTMENTS, LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 56 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 137677
Assets Under Management $6,161,818,550
No. Of Clients174
Clients Per Financial Advisor19
BEAR CREEK ASSET MANAGEMENT, LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 174 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 140370
Assets Under Management $6,114,467,436
No. Of Clients6
Clients Per Financial Advisor0
DEER PARK ROAD MANAGEMENT COMPANY, LP is a financial advisory firm situated in Steamboat Springs, Colorado. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 36 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 143857
Assets Under Management $5,687,984,923
No. Of Clients5
Clients Per Financial Advisor0
VERSUS CAPITAL ADVISORS LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.